The same day Artemis II successfully launched for the moon, SpaceX sought its moonshot with a confidential IPO, Project Apex, to raise $50 billion and $75 billion for orbital data …
AI Infrastructure Newsletter
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This creates significant tension in how speed issues, particularly speed-to-power for data centers, gets reconciled and how the industry moves forward. Check out the interview here, and the article summarizing …
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It’s always interesting when direct competitors integrate at the architectural level, so it’s significant that Marvell is connecting to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion.
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War usually makes us all much more aware of geography and the interconnectedness of even far-flung countries. The U.S.-Israel war in Iran is illuminating the role the Middle East in …
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In alignment with the Trump administration’s news on Monday about a national AI framework, the president this week re-stacked the President’s Council of Advisors on Science and Tech (PCAST), thus …
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Google yesterday touted its TurboQuant as a significant efficiency breakthrough for “extreme compression” – news that convinced many investors that physical memory and HBM might not be so crucial anymore, …
- AI Infrastructure Newsletter
Trump AI framework: December was ‘operational,’ March is ‘aspirational’
As a follow up to Monday’s news that the Trump administration doubled down on its December executive order with a national AI policy framework , I did a quick Q&A …
- AI Infrastructure Newsletter
Oracle ‘pulls back curtain’ on the 3 dimensions of connectivity that define AI-era networking
With 373 GW of global capacity, and 22 GW under construction, “Global AI demand is driving more infrastructure build in 3 years than in the past 30,” said Dean Nelson …
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The White House on Friday released a National AI Legislative Framework that provides a “roadmap” for members in the House and Senate to preempt state laws with a “single national …
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At a recent press conference, Federal Reserve Chair Jerome Powell said AI-driven data centers are “probably driving inflation,” at least in the short term.
